Overview ( as on 02/04/25 )

NAV
₹40.87
Last change
₹0.79 +0.02%
Fund Size (AUM)
2113.62 Cr
Performance
23.15% (5Y)

Fund Details

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Tata India Consumer Fund Regular Growth
as of 02/04/25
AUM

2113.62 Cr

Expense Ratio

2.05 %

Benchmark

Nifty India Consumption TR INR

ISIN

INF277K010A2

Fund Manager

Sonam Udasi

Exit Load

0.25% if redeemed within 0-30 days

0% if redeemed after 30 days


Fund Performance 1Y 3Y 5Y
Tata India Consumer Fund Regular Growth 7.55% 15.81% 23.15%
Nifty India Consumption TR INR 5.96% 13.75% 26.3%

Top 10 Holdings

ITC Ltd

9.94%

Zomato Ltd

9.0%

Radico Khaitan Ltd

5.85%

Trent Ltd

5.37%

Nestle India Ltd

4.2%

Tata Consumer Products Ltd

4.19%

Bikaji Foods International Ltd

3.65%

DOMS Industries Ltd

3.59%

Titan Co Ltd

3.14%

Dixon Technologies (India) Ltd

2.97%

Sector Allocation

Consumer Cyclical

37.75%

Consumer Defensive

36.14%

Industrials

13.61%

Technology

5.95%

Financial

3.54%

Basic Materials

3.0%

Asset Allocation

  • 90%

    Equity
  • 10%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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